FAMILY LAW SERIES Webinar 2 - Fiduciary Litigation – Objections to Estates, In Terrorem Clauses, and Suitability Claims

Event Start:
04/08/2021 4:00 PM
Event End:
04/08/2021 6:00 PM

Date and Time:  Thursday,  April 8, 2021 from 4:00-6:00 p.m.
Program Fee: $50

This program is online only.

Cosponsored with the Massachusetts Family and Probate American Inn of Court and Greater Boston Family Law American Inn of Court 

Faculty

  • Joseph L. Bierwirth, Esq., Hemenway & Barnes LLP
  • Marshall D. Senterfit, Esq., Goulston & Storrs
  • Lisa M. Cukier, Esq., Burns & Levinson ( Moderator)
  • Hon. Edward F. Donnelly Jr., Middlesex Family & Probate Court, Fiduciary Litigation Session.

Will contests and estate litigation can be a run through a field of legal landmines for the unwitting practitioner or a land of opportunity for clients represented by savvy and experienced counsel. In Massachusetts under our MUPC, a provision in a Will purporting to penalize an interested person for contesting the Will or instituting any legal proceeding potentially disrupting an otherwise uncontested probate, is enforceable and can cause forfeiture of the benefits for the contestant. Even alleging undue influence against the nominated fiduciary may cause forfeiture and revocation of benefits as well as a boomerang of fees and sanctions that could leave a contestant out of pocket and deep in the hole, if the objector does not carefully consider implications of an objection of any type to a petition for probate. On the other hand, an estate contest that sufficiently makes a case for incapacity can upend a wrongfully procured testamentary disposition, and a demonstrable claim for the undue influence of a person who stood in a fiduciary position to the decedent during the decedent’s life, which fiduciary benefited from the transaction in question, can shift the burden, forcing the fiduciary to not only defend his or her suitability to serve, but also to bear the burden of proving the absence of his or her wrongdoing. Before you take on a Will contest, you need to understand the pains and poetry of this body of law. If handled properly, Wills can be nullified, Trusts can be revoked, beneficiary designations can be rewritten and gifts can be disgorged. If handled with expertise, beneficiaries can be excluded or included, and lines of wealth can forever change hands and alter long-settled expectancies of lineage and legacy.

Please join us for an exciting discussion moderated by Lisa Cukier and with panelists and a judge who have first-hand knowledge!

 

 

Online registration is encouraged. For assistance, questions on group discounts, accommodations requests, special billing, program content, out-of-state CLE credits, and general CLE information contact Michael Saporito by email at msaporito@socialaw.com. Registrations accepted in order of receipt. Registration fees are non-refundable. Most Social Law Library CLE events are recorded. The recording is available by digital download, generally within a week after the program date. Most downloads include print material and are $19.95 each. This product purchase is separate from CLE registration and is not included in the price of a CLE registration. CLE credit, when applicable, is only granted when the live webinar is attended. 

Add event to: ICal Outlook Google Calendar

Event Registration

The items you wish to purchase require a Social Law Library account.

I already have a Social Law membership or ecommerce account. Click here

I do not already have a Social Law membership or ecommerce account. Click here to create one.

Forgot password? Click here.